Financial Consultant - Charlotte, NC
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
Maintainer signals as of 9/2/2026
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will engage with clients face to face in an Investor Center, provide personalized planning and investment guidance, build relationships, uncover client needs, and recommend solutions. You will introduce investment strategies, help clients consolidate assets, and deliver a client-centered experience.
Requirements
- Series 7 license
- Series 66 license or ability to acquire it upon hire
- Appropriate state registrations
- Ability to build relationships, uncover needs, and recommend solutions
- Ability to present complex investment solutions
- Knowledge of investment solutions
Responsibilities
- Engage with clients face to face
- Provide personalized financial planning and guidance
- Build client relationships and uncover needs
- Recommend investment solutions
- Introduce clients to investment strategies
- Help clients consolidate additional assets
Benefits
- Tuition reimbursement